MODULE
Invoicing: through the invoicing tool you already use
Invoices are issued by your existing Billingo or Számlázz.hu account; we start them from your customer and quote data. We do not build our own invoicing engine. This module is still being built.
Needs at least one of: CRM (customers, sales) or Quotes
See it in action
Screenshots of the base version in the WeKeepOn look. Click a picture to enlarge it.
Invoices issued through Számlázz.hu or Billingo, with source and payment due date Invoice details: line items and totals
The data in the screenshots is made up (fictional companies and people).
What the base version does
Billingo and Számlázz.hu
Connects to your existing account; the invoicing tool handles the invoice and the tax-authority reporting.
Invoices from your data
Customer and line items come from the CRM or the accepted quote – no retyping.
Payment status
See which invoices are paid and which are overdue.
Everything in one place
Issued invoices also show up on the customer's record.
Examples you can add – at a fixed price
- One click from an accepted quote to an invoice
- A reminder email about overdue invoices
- A monthly summary of invoices issued and paid
For every request like this you get a fixed price in advance, broken down point by point. Accepted points are covered by the contractual guarantee.
Always included
- Login, users, roles and permissions
- Separate test and live system
- Daily backups, monitoring, bug fixes
- A log of who changed what, and when
The base system (included with every module)
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